Zulu - Syncing with Exchange Outlook Calendars

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Revision as of 17:27, 20 March 2019 by Martin (Talk | contribs)

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Zulu can sync with a Exchange Outlook Calendar account, allowing users to view FileMaker events through the Exchange Outlook Calendar interface.

Prerequisites

Setup an Exchange Sync Configuration

  • Go to the Zulu Admin Console, and navigate to the Sync Admin Page. See here for more info: Zulu - The Admin Console
  • Click the "Add New Sync Configuration" button
  • Name your configuration. This name has no particular significance except to help you keep track of which configurations do what. For example, you might name your configuration "Office Exchange Sync".

ZuluWizardWelcomeStepExchange.png

  • On the next screen, supply a FileMaker username and password that Zulu will use to fetch events for this sync.
  • Type the name of the database that has your calendar events in it, if you type the first few letters, Zulu should auto-populate this list if it is able to communicate with FileMaker Server.

ZuluAccountPairing.png

  • On the next screen, select the FileMaker calendars that you want to include in this sync:

ZuluWizardCalendarSelection.png

  • Next, select the Exchange option and fill out the fields for your Exchange email address and password. Click the "Authenticate" button to let Zulu log into your Exchange account.
  • Once the account is authenticated, click the "Next" button.

ZuluWizardExchangeAuthentication.png

  • Use the dropdown menu to select the calendar that you want Zulu to sync with. This screen allows you to pair FileMaker calendars with Google ones. Optionally, you can select "Create one for me" to have Zulu create a calendar in your account.
  • You can change the directionality individually for each of your calendars included in your sync configuration by clicking on the directionality graphic between the FileMaker calendar name and the Exchange calendar name. Zulu offers three different sync directions:
    • Bidirectional (insert/update/delete on both sides of the sync)
    • Read From Hub (insert/update/delete only in the Google Calendar)
    • Read From Spoke (insert/update/delete only in the FileMaker Calendar)


  • Minimum Start Date: This field takes a date. The date should be in the format: 1/13/2019
    • Events in Google will be completely ignored by Zulu if their Start Date falls before the Minimum Start Date specified here

ZuluWizardGoogleCalendarSelection.png

  • Hit the "Finish" button. This will save the configuration and return you to the Sync Admin menu.

ZuluSyncAdminPageMultipleConfigs.png

  • Test your configuration out by hitting the "Sync Now" button. This will immediately run a sync, and return warnings or errors if there are any additional problems with the sync.
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